With an investment plan in place, finding the right funds is the icing on the cake. Use this work sheet to compare similar funds to narrow down your choices.
Objective of these funds:
| Fund 1 | Fund 2 | Fund 3 | |
| Fund name | |||
| Fund symbol | |||
| Benchmark index | |||
|
Benchmark return over: 1 year 3 years 5 years |
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Fund return over: 1 year 3 years 5 years |
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| Fund manager tenure | |||
| Minimum investment | |||
| Annual expense ratio | |||
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Load?
How much? |
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| 12b-1 fee? | |||
| Turnover rate | |||
| Alpha | |||
| Beta | |||
| R-squared |
